Capital Expenditure Index of Hyperscale Cloud Service Providers Rises to 6800

As of June 30, 2026, the capital expenditure index of hyperscale cloud service providers has risen to approximately 6800, outpacing the growth rate of free cash flow. This phenomenon is driven by infrastructure investments spurred by the AI boom, leading to the largest wave of corporate investments in recent years. Hyperscale cloud service providers include Microsoft, Amazon, Alphabet (Google), Oracle, and Meta. Historical experience indicates that investment expansion may lead to scarcity and economic rents being transferred to other areas of the ecosystem, making it equally important to identify potential constraints that may arise in the future.

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